Annual
Monthly
Select Annual and save 33.3%
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Basic

$7.50/month$12/month
$90/year billed annually, save 33.3%$7.50 if you choose annual, save 33.3%
  • Portfolio Optimization
  • $200 User Setup Fee Waived
  • 1 Retirement Account*
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Signature

$10.00/month$15/month
$120/year billed annually, save 33.3%$10.00 if you choose annual, save 33.3%
  • Portfolio Optimization
  • $200 User Setup Fee Waived
  • Up to 3 Retirement Accounts*
  • Automated Rebalancing of Investments
  • Personalized Portfolio
  • Cost Savings Optimization
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Premium

$20.00/month$30/month
$240/year billed annually, save 33.3%$20.00 if you choose annual, save 33.3%
  • Portfolio Optimization
  • $200 User Setup Fee Waived
  • Unlimited Retirement Accounts*
  • Automated Rebalancing of Investments
  • Personalized Portfolio
  • Cost Savings Optimization
  • Direct Advisor Access

*All accounts must be attributed to the same user. Any further additional accounts for the Signature tiers will cost $6 per account.